TD Asset Management
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TD Asset Management’s U-Haul Holding Co UHAL Stock Holding History

TD Asset Management’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-7,500
Closed -$382K – 1495
2022
Q3 		$382K Sell
7,500
-360
-5% -$18.9K ﹤0.01% 1339
2022
Q2 		$376K Sell
7,860
-460
-6% -$23.8K ﹤0.01% 1331
2022
Q1 		$497K Sell
8,320
-280
-3% -$17.3K ﹤0.01% 1343
2021
Q4 		$625K Sell
8,600
-720
-8% -$51.8K ﹤0.01% 1358
2021
Q3 		$602K Sell
9,320
-350
-4% -$21.9K ﹤0.01% 1361
2021
Q2 		$569K Buy
9,670
+1,740
+22% +$102K ﹤0.01% 1366
2021
Q1 		$486K Sell
7,930
-1,800
-18% -$95.8K ﹤0.01% 1403
2020
Q4 		$442K Buy
9,730
+130
+1% +$5.18K ﹤0.01% 1353
2020
Q3 		$342K Buy
+9,600
New +$327K ﹤0.01% 1302
2019
Q4 		– Sell
-5,420
Closed -$211K – 1419
2019
Q3 		$211K Sell
5,420
-90
-2% -$3.33K ﹤0.01% 1299
2019
Q2 		$209K Sell
5,510
-100
-2% -$3.81K ﹤0.01% 1295
2019
Q1 		$208K Buy
+5,610
New +$204K ﹤0.01% 1306
2018
Q4 		– Sell
-5,760
Closed -$205K – 1435
2018
Q3 		$205K Sell
5,760
-120
-2% -$4.43K ﹤0.01% 1402
2018
Q2 		$209K Sell
5,880
-80
-1% -$2.78K ﹤0.01% 1384
2018
Q1 		$206K Sell
5,960
-10
-0.2% -$355 ﹤0.01% 1313
2017
Q4 		$226K Buy
5,970
+30
+0.5% +$1.12K ﹤0.01% 1293
2017
Q3 		$223K Buy
5,940
+100
+2% +$3.74K ﹤0.01% 1263
2017
Q2 		$214K Buy
+5,840
New +$212K ﹤0.01% 1308
2016
Q3 		– Sell
-6,000
Closed -$225K – 1408
2016
Q2 		$225K Buy
+6,000
New +$217K ﹤0.01% 1305

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Asset Management's UHAL Position: Q4 2022 in Review

TD Asset Management sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 7,500 shares — an estimated $382K sold.

TD Asset Management first reported a position in UHAL in Q2 2016 and held it in 19 quarters. The position peaked at $625K in Q4 2021. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • TD Asset Management reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • TD Asset Management sold 7,500 U-Haul Holding Co shares in Q4 2022, an estimated $382K.
  • TD Asset Management first reported a position in U-Haul Holding Co in Q2 2016 and held it in 19 quarters.
  • TD Asset Management's U-Haul Holding Co position peaked at $625K in Q4 2021.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on TD Asset Management's 13F filing for Q4 2022, filed 7 Feb 2023.